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    Views Wizard

    The Views wizard allows you to define the following aspects:
    • A different look-and-feel for different user groups. Every view can have its own logo, header, header links, and more.
    • A different set of tabs and search scopes to be displayed for different user groups.
    Each institution can have its own fully customized views, and each view can have a different list of search scopes, as well as the default scope.
    On the Views List page (Primo Home > Ongoing Configuration Wizards > Views Wizard), you can create a new view or modify an existing view.
    Views List Page
    The Views list is filtered by institution.
    As you edit or create a view, the wizard will guide you through the following steps:
    The last step of the Views wizard is to deploy the view.
    If you would like to deploy your settings later, click Deploy All on the Primo Back Office home page. For more information, see Deploy All Configuration Settings.

    General View Attributes

    The General View Attribute page allows you to define attributes that apply to the entire view. In addition, you can define parent and child views, which allow you to easily maintain a group of views that have areas in common. For more information, see View Inheritance.
    To access this page, create a new view or edit an existing view. After you have configured the settings, you can create scopes for the view. For more information, see Managing Scope Values.

    Create a View

    You can create a new view by copying an existing view and editing it to suit your needs.
    To create a view:
    1. In the Create a New View area on the View List page, select a view to duplicate in the Duplicate View From drop-down list.
      For installation-level staff users, select the installation name or a specific institution from the Owner drop-down list. The valid values are Installation (if using the default name) or a specific institution. For single-institution installations, your institution will be selected for you.
    2. Select a view to duplicate in the Duplicate View From drop-down list.
    3. In the Code field, enter the view's code. The code can be modified in the View codes table.
    4. Click Create.
      The new view appears in the Views List. You can now edit the view's details by using the instructions in Edit a View.

    Edit a View

    Editing a newly created view enables you to customize the duplicated view to suit your user group and institution's needs.
    Out-of-the-box views are read-only and cannot be edited. To edit a view, you must first create a view.
    To edit view details:
    1. On the Views List page, click Edit next to the view you want to update.
      The Edit View Attributes page opens.
      ViewsWizard_EditViewAttributes.png
      Edit View Attributes Page
    2. In the General View Attributes area, edit the attributes for the view (see General View Attributes Details for a list of fields).
      General View Attributes Details
      Field name Description
      General section:
      View Name1
      The name of the view.
      Code1
      The Primo view ID code.
      Copied From
      The original view from which this view was copied.
      Default Institution
      Indicates how the default institution is determined if the user is not signed in. The valid values are:
      • By IP – The system will use the institution that is assigned to the IP address from which the user has accessed Primo. If the user is not within an institution’s IP range, the system uses the default institution for the view.
      • By View – The system will use the default institution for the view.
        The default value is By View.
      In a local institution view, it makes sense to base the institution on the view. In a central view that is used by many institutions, it may be better to base the institution on the IP range.
      Default interface language
      The default interface language of the interface.
      Description
      A description of the view.
      Enable Citation Trail
      Enables the Citation and Cited By links in the results for Primo Central records. It allows users (such as researchers and graduate students) to display the lists of cited and cited by records for Primo Central records retrieved in the brief results and to follow the trails of each citation. By default, this functionality is enabled.
      The Results Tile code table allows you to modify the associated labels that display in the Front End.
      Enable My Library Card
      Whether this view enables My Library Card on the e-Shelf.
      Enable the “Personalize Your Results” service
      Enables the Personalize your results area on the results page in the Front End. This area allows users to specify personalized settings that are used to rank results from Primo Central.
      For more information, see Personalized Ranking for Primo Central.
      Inherits
      Whether this view inherits attributes from the parent view or not.
      A view that inherits from a parent view cannot be a parent to another view.
      Institution*
      The institution to which this view belongs.
      Invoke automatic search when tabs are switched
      Whether auto-search is enabled when users switch between tabs on a view.
      This field is checked/enabled by default.
      Is Template
      Whether this view is a parent view or a child view. Select Yes to make this a parent view. The default value is No.
      By default, any view that is created from a template becomes a child view.
      Session Timeout URL
      This field specifies the page to which the user will be redirected after a session times out.
      To configure the Session Timeout URL to be any file:
      1. Enter the URL of the file, using the following format:
        http://<server>:<port>/primo_ library/libweb/static_htmls/<file>
      2. Enter the following commands to access the static_htmls directory:
        fe_web
        cd static_htmls
      3. Place the file in the static_htmls directory.
      New UI Only section:

      Side bar (Tweak my results) position

      (New UI only) The position of the Tweak My Results section in the Front End:

      • On the right – Positions the Tweak My Results section on the right side.

      • On the left – Positions the Tweak My Results section on the left side.

      Syndetics Unbound

      (New UI only) Enables the Syndetics Unbound section on records' full display page.

      Timeout (in minutes) for guest users

      (New UI only) The time in minutes when a session is timed out due to inactivity for guest users. By default, this parameter is set to 0, which indicates that there is no timeout period.

      If this parameter is set to a value that is greater than 0 and the session times out, the last page will continue to display until the next action is performed in the browser. At that time, the system will clear all parameters and display the home page. A pop-up message will not display prior to the redirection to the home page.

      Classic UI only section:  
      Layout Set
      (Classic UI only) The Layout Set used with the view. The following options are available:
      • Standard – opens facets on the right side.
      • Facets on the Left – opens facets on the left side.
      • Customized layout – allows you to create customized view layouts. Select the Edit button that appears for this option to modify the layouts. For more information on customization, see Custom Layout Editor.
      CSS
      (Classic UI only) The name of the CSS used with the view. This can be Primo's default CSS, iPhone view CSS, or a customized CSS file that you upload. To customize your CSS file, refer to the Primo Technical Guide.
      Mobile CSS
      (Classic UI only) The name of the CSS file that automatically adjusts the display for devices that have smaller screens, such as smartphones. The default value is Mobile CSS, which enables the mobile view functionality.
      If this field is left empty, the system will disable the mobile view functionality.

      1This is a mandatory field.
    3. Click Save & Continue to save your changes and display the Search Scope List page.
    4. Once you have created or edited your view's header attributes, you can configure the search scopes using instructions in Search Scopes.

    Search Scopes

    You can define and customize the different search scopes for every view on the Search Scope List page. To do this, first define the scope values with the Pipes Configuration wizard. In this section, you can define which of the scope values should be used by the search scopes created for each view.
    Search Scope List Page
    You can add a remote search scope to the system by defining MetaLib QuickSets. These QuickSets are lists of databases configured for specific user groups. The Quicksets must be defined in MetaLib. Refer to the Primo Interoperability Guide for more information on setting up MetaLib.

    Add a Search Scope

    You add an additional search scope to a view in your Primo system. After adding a view, you can edit it to further customize your search scope with more advanced information.
    To add a search scope:
    1. In the Add Search Scope section, enter the search scope name in the Search Scope Name field (see Search Scope List Page).
    2. In the Description field, enter a description of the search scope.
    3. Click Add.
      The new search scope appears in the Search Scope List. You can now edit the search scope details using the instructions in Edit a Search Scope.

    Edit a Search Scope

    Editing the search scope enables you to add and remove search scope values created for the local repository and add a single remote quickset for remote searches.
    A quickset is a group of remote databases that is defined in MetaLib. Refer to the Primo Interoperability Guide for more information on setting up quicksets in MetaLib.
    Generally, a single search scope includes either local search scope values or a quickset, but it is also possible to combine both local and remote scopes in a single scope. The remote search scope values are added to the PNX records during the normalization process.
    To edit search scope details:
    1. On the Search Scopes List page, click Edit next to the search scope that you want to update.
      The Edit Search Scope page opens (see Edit Search Scope Page).
      ongEditSearchScope3.png
      Edit Search Scope Page
    2. Update the fields shown in the following table to configure the search scope:
      General Search Scope Attributes Details
      Field name Description
      Scope Name
      The name of the view's search scope.
      Search Scope Description
      A description of the search scope.
      Display Text
      The name of the search scope as it is displayed in the Front End.
    3. In the Search Scope Values area, add or remove the search scope values from the local repository. If no search scopes or quicksets are selected, the scope includes the entire local repository. If a quickset is selected, the scope does not include any search scopes in the local repository.
      The values displayed in the Search Scope Values list are defined in the instructions for the Managing Scope Values.
    4. In the Remote Quick Sets area, choose a remote MetaLib QuickSet for your search scope by checking the desired quickset. If this section is left blank, there are no remote quicksets for the search scope.
      If no scope values or remote quicksets are selected, there are no local or remote search scopes defined and the entire local index is searched.
    5. In the Deep Search Plugins area, select additional search plug-ins that you want to include with this view and search scope: WorldCat, EBSCO (see Configuring the EBSCO Plug-In), Primo to Primo, and Primo Central.
      If your institution is registered for the Primo Central service and the Primo Central plugin is selected, you can also specify the following option:
      • Include Results with no full-text – By default, Primo displays only the PC records that contain full text, but users may select the Expand My Results option in the Front End to display other PC records as well. If you want to display all PC records by default, select this check box.
        When selected, the Expand My Results option will not display in the Front End, but users may click the Full Text Online facet to display only the records that contain full text.
      For more information on Primo Central, refer to the Primo Central Configuration Guide.
      To edit another search scope, select the search scope in the Search Scope drop-down list.
    6. Click To Scopes List to continue to the Search Scopes List page.
      To manage search scopes for another view, select the view in the view drop-down list.
    7. On the Search Scopes List page, click Save & Continue.
      The Tabs Configuration page opens.
      Tabs Configuration Page
      You can now create and edit the tab details using the instructions in Tabs.

    Tabs

    You can define one or more tabs for each view. Tabs allow you to divide the data search within each view into different sections, matching the different search scopes that are defined for the view. A view can include a single search scope or several search scopes that appear in the Front End in a search box drop-down list.
    In this section you can create tabs, edit the display name appearing on the tab, and select the search scopes that are to appear in the drop-down list in the Front End search box.
    Using tabs in Primo is similar to using links in Google to locate resources of different types such as images and maps.
    Because a primary advantage of Primo is to provide a unified search interface for all library resources, Primo is initially configured with a single tab. You are encouraged to carefully consider whether to implement a multi-tab configuration after your switch to production.

    Create a Tab

    The default tab can be used if the site has only one tab. Otherwise, new tabs should be created.
    To create tab details:
    1. In the Create a New Tab area, enter the name of the tab in the Tab Code field.
    2. In the Description field, enter a description of the tab.
    3. Click Create.
      The new tab appears in the Tabs List. You can now edit the tab details and define the tab's search scope using the instruction in Edit a Tab.

    Edit a Tab

    Editing a newly created search tab enables you to define the tab's search scopes. The Edit View Attributes page allows you to edit the general tab details or the tab's search scope.
    To edit tab details:
    1. On the Tabs Configuration page, click Edit next to the tab you want to edit.
      The Edit View Attributes page opens.
      Edit View Attributes Page
    2. Edit the General Attributes for the tab (see General Tab Attributes Details for a list of fields).
      General Tab Attributes Details
      Field name Description
      Tab Name
      The name of the view's tab.
      Description
      A description of the tab.
      ToolTip
      Text used in the ToolTip tab in the Front End.
      Display Find in Database
      Select this check box to display the Find Database link for this search tab.
      By default, the Find Database link displays only for search tabs that have remote search scopes.
      The tab's General Attribute details are updated and appear on the Tab List page (see Tabs Configuration Page).
    3. Click Save & Continue.
      The updated tabs appear in the Tabs List.
      After creating your tabs, you can:
      To configure your view's tiles, use the instructions in Tiles.

    Delete a Tab

    You can delete tabs from your system during ongoing configuration. Although all out-of-the-box tabs are read-only and cannot be deleted, you can remove any tabs that you created that are no longer necessary.
    When you delete a tab, you are also deleting the search scopes associated with the tab.
    To delete a tab:
    1. In the Tabs List of the Tabs Configuration page, click Delete next to the tab that you want to delete.
      A confirmation dialog box opens.
    2. Click OK.
      The tab and the association to the tab's search scopes are deleted from the system, and the tab is removed from the Tab List.

    Add a Scope to the Tab

    You can define one or more search scopes for a tab. Having tabs with different search scopes enables you to create different search categories within the different tabs.
    To create a tab's search scope:
    1. On the Tabs Configuration page, click Edit next to the tab to which you want to add a search scope.
      The Edit View Attributes page opens (Edit View Attributes Page).
    2. In the Add a New Scope area, select a search scope in the Scope Name drop-down list.
    3. Click Add to add the search scope to the tab.
      The new search scope appears in the Search Scopes area.
    4. On the Search Scopes List page, click Save & Continue to return to the Tabs Configuration page.

    Delete the Tab's Scope

    You can delete any of the tab's search scopes that are no longer necessary.
    To delete a tab's search scope:
    1. In the Tabs List, click Edit next to the tab whose search scope you want to delete.
      The Edit View Attributes page opens (see Edit View Attributes Page).
    2. In the Scopes List, click Delete next to the search scope that you want to delete.
      A confirmation box opens.
    3. Click OK.
    4. Click Save & Continue to return to the Tabs Configuration page.
      The search scope is removed from the Search Scope list and the association between the tab and the search scope is deleted from the system.

    Tiles

    Every page within the Primo system is comprised of several tiles. Each tile is configured once for all of the pages on the site. The following table lists which tiles you can configure per page:
    Configuration Tiles
    Page Tiles
    Home Page
    Each of the pages can contain the following tiles, but are defined once under the Home Page configuration tile:
    • Basic Search
    • Advanced Search
    • Main Menu
    • Static HTML
    All of these tiles are required except for the Static HTML tile.
    Full Display
    The Full Display page can also contain the following tiles:
    • Full Results
    • Send To
    Brief Display
    The Brief Display page can also contain the following tiles:
    • Brief Results
    • Refine My Results (Facets)
    • Locations

    Edit a Tile

    You can edit your view's tiles.
    To edit a tile:
    1. On the Tabs Configuration page, click Save & Continue.
      The Tiles Configuration page opens.
      Tiles Configuration Page
    2. In the Page drop-down list, select the name of the page that contains the tile that you want to edit.
      The page's tiles appear in the All Tiles of area.
    3. In the All Tiles of area, click Edit Tile next to the tile you want to edit.
      Depending on the tile you selected, the following page opens:
    4. Click Save & Continue to return to the Tiles page.
      The tile details are updated and appear in the Tiles List page (see Tiles Configuration Page).
      If you want to edit another tile for the selected page, select the desired tile in the Tile drop-down. If the tile belongs to another page, select the page in the Page drop-down list and the tile in the Tile drop-down list. After selecting the desired page and tile, repeat Steps 3 through 5.
      To edit a tile that belongs to another view, select the desired view in the View drop-down list and repeat Steps 3 through 5.

    Edit Basic Search Attributes Page

    This page defines the attributes for the Basic Search tile. For information on accessing this page, see Views Wizard.
    Basic Search Page
    Edit Basic Search Attributes Page (Part 1 of 3)
    Edit Basic Search Attributes Page (Part 2 of 3)
    Edit Basic Search Attributes Page (Part 3 of 3)
    Edit the Basic Search Attributes details according to the following table:
    Basic Search Attribute Details
    Field Description
    Texts of Basic Search Tile:
    Interface Language
    The interface language of the tile.
    Opening Text
    The text displayed at the top of the tile.
    Ending Text
    The text displayed at the bottom of the tile.
    Value for Resource type pre-filter drop-down:
    Display
    The media types displayed in the media type pre-filter in the search box. Available media types are: articles, audio visual, books, conference proceedings, databases, dissertations, government documents, images, journals, legal documents, maps, newspaper articles, rare books, reference entries, reviews, scores, statistical data sets, Web sites, and all items.
    To add, delete, or update media types, use the facet_pfilter_values mapping table.
    Default
    The media type that is to be displayed as the default in the media type pre-filter in the search box.
    Search operators:
    Display
    The list of available default search fields that appear in the search field pre-filter in the search box.
    Default
    The search field that is to be displayed as the default in the search field type pre-filter in the search box.
    Search Target Fields of Basic Search tile (Combo):
    Precision Operator
    When selected, this indicates that the search for the exact phrase option is offered in the basic search box.
    Starts With (Title left anchored search) Operator
    When selected, this indicates that the starts with option is offered in the basic search box.
    This option allows users to perform left-anchored title searches only.

    Edit Advanced Search Attributes Page

    This page defines the attributes for the Advanced Search tile. For information on accessing this page, see Views Wizard.
    Advanced searches using the NOT and OR operators are not supported in remote searches (MetaLib).
    Edit Advanced Search Attributes Page (Part 1 of 2)
    Edit Advanced Search Attributes Page (Part 2 of 2)
    Edit the Advanced Search Attributes details according to the following table:
    Advanced Search Attributes Details
    Field/Button Description
    Texts of Advanced Search Tile:
    Interface Language
    The interface language of the tile.
    Opening Text
    The text displayed at the top of the tile.
    Ending Text
    The text displayed at the bottom of the tile.
    Define search pre-filters:
    Search Type
    The search options available through the Advanced Search tile. Each of the options is displayed as an individual tab in the Advanced Search tile.
    Both the Publication Date and Date Range options can be configured to filter by date, but providing both options may be confusing to end users. For more information on the Data Range option, see Configuring Date Ranges.
    Search Status
    Definitions of the search type. This can be the default definitions or user defined.
    Tabs
    A check box displays for each tab defined in the view. If you want to display the advanced search box for a tab by default, select the corresponding check box.
    Edit button
    Click the Edit button that displays next to a search type in the list to modify its settings. Each search type corresponds to a line in the Advanced Search box in the Front End. The following search types are valid:
    • Simple Search Line – The complex search line displays a query box and a drop-down list that contains only the contains and is (exact) search operators.
      You can add multiple simple search lines to the Advanced Search box.
    • Complex Search Line – The complex search line contains a query box and the following configurable drop-down lists:
    • Target Field – This option allows you to configure which target fields the user can select in the Target Field drop-down list in the Front End. The valid target fields are any, author, title, subject, user tags, and so forth.
    • The title target searches the following fields in the Search section of the PNX: title, alttitle, and addtitle. All other target fields are associated with a single field in Search section of the PNX. For example, the subject target searches the subject field in the search section of the PNX.
    • Search Operators – This option allows you configure a search operator drop-down list. The valid options are contains, is (exact), and starts with. If no option is selected, the search operator will default to contains and this drop-down list will not display in the Front End.
      The starts with operator allows users to perform left-anchored title searches only.
      You can add multiple complex search lines to the Advanced Search box.
    • Publication Date – Allows users to filter their searches by publication date. To configure the publication date, specify the following fields:
    • Number of Years – enter the number of years to be searched for the publication date (from the present working backwards).
    • Label – enter the label corresponding to the number of years.
      To remove a label entry, click Delete.
    • Material Type – This option defines the list of media types that display in the Material Type drop-down list. To specify a default, select the corresponding check box. To remove a media type from the list, click Delete.
    • Languages – This option defines the list of languages that display in the Languages drop-down list. To specify a default, select the corresponding check box. To remove an item from the list, click Delete.
    Delete button
    Click the Delete button that displays next to a search type to remove it from the Advanced Search box in the Front End.
    Create a new search option
    This field allows you to add search options to the Advanced Search box in the Front End. To add a search option, select a search option from the drop-down list and then click Create.
    For more information on each type, refer to the Edit button above.
    Advanced search options:
    Display “Find Database” Link
    This field indicates whether the Find Database links will display on the Advanced Search page. Select this field to display the link.
    The Find Databases link always displays on the Front End for remote scopes, regardless of this setting..

    Edit Main Menu Attributes Page

    This page defines the attributes for the Main Menu tile. For information on accessing this page, see Views Wizard.
    Edit Main Menu Attributes Page
    Edit the Main Menu Attributes details according to the following table:
    Main Menu Attributes Details
    Field Description
    Interface Language
    The interface language of the tile.
    Contents of Main Menu Tile:
    Label
    The label that appears at the top of the header.
    URL
    The URL of the label.
    Link should open in
    Indicates whether the link should open in the current window or in a new window/tab. The default is current window.
    Create new Label:
    Label
    The label that appears at the top of the header.
    URL
    The URL of the label.

    Edit HTML Attributes Page

    This page defines the attributes for the Static HTML tile. For information on accessing this page, see Views Wizard.
    Edit HTML Attributes Page
    Edit the Static HTML Attributes details according to the following table:
    Static HTML Attributes Details
    Field Description
    Contents of HTML Tile:
    Position
    The various positions in the tile.
    Assigned HTML
    The HTML code that is to appear in the specific position.

    Edit Full Details Attributes Page

    This page defines the attributes for the Full Results tile. For information on accessing this page, see Views Wizard.
    Edit Full Details Attributes Page (Part 1 0f 2)
    Full Details Attributes Page (Part 2 0f 2)
    Edit the Full Details Attributes details according to the following table:
    Full Details Attributes Details
    Field Description
    Field to display in full results:
    Field column
    The list of fields that are displayed in the Full Display.
    To reorder the fields, click the arrows next to the fields to move the fields up or down as needed.
    The Snippet field allows you to display the text in the Search section from the PNX that includes the query terms, illustrating why the record was found.
    The system automatically adds the vernacular title and title to the first two lines.
    Edit
    This button opens a display line for editing. You can perform the following operations on a display line:
    • Add a field to a display line by selecting a field in the Field drop-down list and then clicking Create.
    • Remove a field from a display line by clicking Delete.
      To exit Edit mode, click Close.
    Add Line
    This button opens a new display line to allow you to add a new field.
    To add a new field, select the field type in the Field drop-down list and click Create. Otherwise, click Cancel to exit without making changes.
    Fields' Delimiter
    This field defines the field separator, which is used to separate multiple fields per display line. To update the delimiter, fill in the field and click Save. The default value is a semicolon.
    To display multiple fields per display line, refer to the description on the Edit button.
    Links to display in full results:
    Field column
    The list of links that are displayed in the Full Display.
    Delete
    Deletes the link.
    Create a link
    Select the field type in the Field drop-down and click Create.

    Edit Keeping This Item Attributes Page

    This page defines the attributes for the Send To tile. For information on accessing this page, see Views Wizard.
    Edit Send To Attributes Page
    Edit the Send To Attributes details according to the following table:
    Send To Attributes Details
    Field Description
    Functionality to Include:
    This section configures SMS authorization for the SMS option provided in the Actions drop-down list in the full and brief results.
    Add SMS Authorization:
    Function
    Indicates the function to configure. The only valid value is SMS.
    Description
    Contains the description of the function.
    Institution
    Indicates the institutions to which this function applies. To apply this function to all institutions, select All. For institution-level staff users, your institution will already be selected.
    For installation-level users, you must select an institution before the associated values appear in the drop-down lists that display the Select Institution value.
    On/Off Campus
    Indicates whether the user should be within the institution's IP range.
    User Group
    Specify Not Guest to enable SMS only for signed-in users.
    Create button
    Click this button to add the specified function to the Actions drop-down list.

    Edit Brief Results Attributes Page

    This page defines the attributes for the Brief Results tile. For information on accessing this page, see Views Wizard.
    ongEditBriefResAttr1.png
    Edit Brief Results Attributes Page (Part 1 of 4)
    Brief Results Attributes Page (Part 2 of 4)
    Brief Results Attributes Page (Part 3 of 4)
    Brief Results Attributes Page (Part 4 of 4)
    Edit the Brief Results Attributes details according to the following table:
    Brief Results Attributes Details
    Field Description  
    Functionality to include:
     
    E-Shelf
    This field allows you to enable the add to e-Shelf option per tab in your view. To add this option to your view, select the relevant tabs.
     
    Texts of Brief Results Tile:
     
    Interface Language
    The interface language of the tile.
     
    Opening Text
    The text displayed at the top of the tile.
     
    Ending Text
    The text displayed at the bottom of the tile.
     
    Define Sign-in message (in new UI):
     
    Display Sign-in message
    (New UI only) Indicates whether to display the sign-in message on the Brief Results page. The following options are valid:
    • Not Signed-in users – When the sign-in message is enabled, the message displays only for users who have not signed in.
    • Off-campus and not Signed-in users – When the sign-in message is enabled, the message displays only for users who are off campus or have not signed in.
    SignInBanner.png
    Sign-In Message Enabled in Brief Results
     
    Define link from title:
     
    Link to online resource
    Specify this option to allow users to display the online resource by clicking the title in the Brief Record display.
    If a GetIt! 1 link is not configured to link directly to the online resource, the title cannot be clicked. By default, the online resources are configured, based on availability, to allow direct linking. To update these settings, refer to GetIt! Links.
     
    Link to full record display
    Specify this option to allow users to display the full record by clicking the title in the results. Select one of the following tabs to display it initially:
    • GetIt Link 1
    • Details
    • Locations
    • Reviews & Tags
    The default is the Details tab.
     
    Define FRBR (Primo Local) display:
     
    Preferred Record
    This option displays the preferred record (based on ranking) for the FRBR group. This is the default display type.
     
    Generic Record
    This option displays a generic record for the FRBR group.
    The generic record serves as a placeholder for the group and does not include the data and functionality that is relevant to a specific record (such as the availability status, tabs, and save to e-shelf). It only indicates that multiple versions of the title have been found. End users can click either the title or the View versions link to display the versions for the FRBR group. In addition, generic records display two rows in the brief results:
    • The first row displays what is configured to display in the first line of the brief results.
    • The second row displays the display/creator and display/contributor PNX fields.
     
    Order of Tabs:
     
     
    This section allows you to specify the order of the tabs in the Brief Record display. Click the arrows next to each of the following tabs to move the tab up or down in the list:
    • GetIt! Link 1
    • Locations
    • Details
    • Reviews and Tags
    • Recommendations
    • GetIt! Link 2
    If GetIt! Link 1 is a link to an online resource, it will always display in the first tab, regardless of these settings.
     
    Fields to display in 1st line of the brief results:
     
    Field
    The list of fields that are displayed in the first line of the Brief Results.
    By default, the system includes the Title and Vernacular title fields in the first line.
     
    Delete
    Deletes the field.
     
    Create a new field to Item's Title
    Select the field type in the Field drop-down list and click Create.
     
    Fields’ delimiter
    Characters used to separate fields per line. If no delimiter is specified, the system defaults to a new line.
     
    Fields to display in 2nd line of the brief results:
     
    Field
    The list of fields that are displayed in the second line of the Brief Results.
    By default, the system includes the Creator, Contributor, and Creation Date fields in the second line.
     
    Delete
    Deletes the field.
     
    Create a new field to Item's Title
    Select the field type in the Field drop-down and click Create.
     
    Fields’ delimiter
    Characters used to separate fields per line. If no delimiter is specified, the system defaults to a space.
     
    Fields to display in the 3rd line of the brief results:
     
    Field
    The list of fields that are displayed in the third line of the Brief Results.
    The system always displays the information stored in the display/ispartof field in the third line of the Brief Results. If you do not want to display this information, omit the display/ispartof field in the normalization rules.
     
    Delete
    Deletes the field.
     
    Create a new field to Item's Title
    Select the field type in the Field drop-down and click Create.
     
    Fields’ delimiter
    Characters used to separate fields per line. If no delimiter is specified, the system defaults to a space.
     
    Sort Fields of the brief results:
     
     
    This section lists the fields that will appear in the Sort By drop-down list in the search results.
    For more information, see Sort Fields Config*.
    Because the popularity sort applies to local records only, it is recommended to remove it for blended searches.
     
    Select default for FRBR versions list
    Allows you to specify the default sort used for the FRBR versions list in the Front End.
    The FRBR versions list opens after clicking the View versions link in the record's brief display.
    FRBR_VersionsTab.png
    View Versions Link
    During an update pipe, the FRBR versions list will return no results until the hotswapping process has completed.
     
    Create a new sort field
    To add a new sort field, specify a sort field in the Field drop-down list and then click Create.
    The date2 field is a virtual field that allows you sort by date in ascending order. For more information on the sort fields, see the Sort Fields Config mapping table.
     
    Snippet Display Options
    Primo allows you to display snippets in search results retrieved from PC Index and remote and local Primo collections. If the following criteria are met, the system displays the snippet for an item:
    • The search term is found in any of the following fields:
    • abstract field in the PNX record
    • fulltext field in the PNX extensions (for local and remote collections only)
    • toc field in the PNX extensions (for local and remote collections only)
    • The search term is not found in the above fields and the Show snippet if query terms are not found in fields field has been selected.
    • The snippet is 145 to 160 characters in length.
    To display snippets, configure the following fields:
     
    Show Snippets
    Select this field to display snippets when the search term is found in the abstract, toc, or fulltext fields.
     
    Show snippet if query terms are not found in fields
    Select this field if you want to display snippets when the search term is not found in the abstract, toc, or fulltext fields. To select this field, you must also select the Show Snippets field.
    If the search term is not found in the abstract, toc, or fulltext fields, the system displays the first 160 characters of the highest priority field specified in the Snippet Display Preferences mapping table.
    For more information, see Snippet Display Preferences.
     
    Institution Boost
     
    Boost results from my institution
    Select this field if you want to boost the search results for records in your institution. To configure the boost level, see Results Boosting – Institution Boost.
     
    Network
     
    Facebook
    Enables the Facebook Like button for local Primo and Primo Central records on the Brief Results page so that users can share content with their friends on Facebook.
    The browser's language selection overrides Primo's display language for the Facebook Like button.
     
    Number of records
    Indicates the maximum number of records that will display in the search results unless overridden by the user’s preferences. The valid values are 10, 20, 30, and 50. The default value is 10.
    This setting does not apply to the number of results returned from Alma’s A-Z list.
     

    Edit Facets Attributes Page

    This page defines the attributes for the Refine My Results (Facets) tile. For information on configuring facets, see Facets.
    Edit Facets Attributes Page (Part 1 of 2)
    Edit Facets Attributes Page (Part 2 of 2)
    Edit the Facets Attributes details according to the following table:
    Facets Attributes Details
    Field Description
    Texts of Facets Tile:
    Interface Language
    The interface language.
    Opening Text
    The text displayed at the top of the tile.
    Ending Text
    The text displayed at the bottom of the tile.
    Additional functionality:
    Display “Show Only” Facets on the top of the brief results list
    Select this field if you want to display the Show Only section (which contains the top-level facets) above the list of the results on the Brief Results page.
    Display “Show Only” Facets on the top of “Refine My Results”
    Select this field if you want to display the Show Only section (which contains the top-level facets) above the Refine My Results section on the Brief Results page.
    Display "RSS", "Save Search" and "Add page to e-Shelf" on top of the facets options
    Indicates whether the rss, Save search, and Add page to e-Shelf links appear above or below the Facets section on the Brief Results page.
    Facets to display:
    Type
    The type of facet to be displayed.
    Items to Display
    The maximum amount of items to be displayed for this facet.
    Because the system creates five groups for the Creation Date facet, a value greater than 5 will only display five groups. For information on how facet groups are created for the Creation Date facet, see Facets Section in the Primo Technical Guide.
    Sort
    Indicates the order in which the facets are displayed.
    Default tab
    Indicates whether to add to the default tab.
    Delete
    Click this button to delete the facet.

    Edit Locations Details Attributes Page

    This page defines the attributes for the Locations tile. For information on accessing this page, see Views Wizard.
    Edit Locations Details Attributes Page
    Edit the Locations attributes according to the following table:
    Locations Attributes Details
    Field Description
    Real Time Availability
    This field controls the display of real time availability information in this view. One of the following check boxes may be selected:
    • None – indicates that no real time availability information opens in this view.
    • Brief and Full Results – indicates that the real time availability information opens on both results pages.
    • Full Results only – indicates that the real time availability information opens only on the Full Results page.
    Sort locations by user institution
    Select this option to sort the locations by the user’s institution.
    Include only locations belonging to the institution of the view
    Select this option to display only locations that match the institution of the view.
    Display Item list filters
    For sites using OPAC via Primo for Aleph, select this check box if you want to provide filter drop-down lists in the Locations tab on the Brief Results page.
    This option is not valid for Voyager customers.
    When this check box is selected, you can select one of the following filter options:
    • All Filters – Provides drop-down lists for locations, years, and volumes.
    • Locations only – Provides a drop-down list only for locations.
    To change the text for the drop-down lists, label, and button, modify the following codes in the Location Tab code table:
    • default.fulldisplay.locations.locationfilter
    • default.fulldisplay.locations.yearfilter
    • default.fulldisplay.locations.volumefilter
    • default.fulldisplay.locations.select
    • default.fulldisplay.locations.go

    Deploy View

    After configuring the view's header, search scopes, tabs, and tiles you must deploy the view. Deploying the view updates the user interface with the new view configuration settings.
    To deploy your settings at a later time, you can click Deploy All on the Back Office’s home page. For more information, see Deploy All Configuration Settings.
    To deploy the view:
    1. On the Tiles Configuration page, click Save & Continue.
      The Deploy page opens.
      Deploy Page
    2. Click Deploy Now.
      A deploy job is added to the queue. If you want to monitor the deploy job, click the deploy job link (see ). For more information on monitoring jobs, see Deploy Monitoring.
      Deploy Job Link
    3. Click Go back to return to the Views List page:
      The Front End view has been created and deployed to the Front End.